Editing and Deleting Participant Invoices

The core principle is: An invoiced shift is a locked financial record. It cannot be altered directly.

Phase 1: User Initiates Change to an Invoiced Shift

1. Action: A user with appropriate permissions attempts to edit or delete a shift.

2. System Check: The software checks the shift's status. If the shift is part of a generated invoice, the system immediately prevents the action.

   1. Shifts on schedule board : If a shift is a part of an invoice, the floating delete button will not be shown.
   2. Shifts on Participant Profile > Schedule :  If a shift is a part of an invoice, The system will display this message to the user.
      

Phase 2: Deleting the Invoice 

4. Navigate to Invoices: The user needs to navigate to the Invoices /admin/participant-invoices

5. Locate and Delete Invoice: They find the specific invoice and select the "Delete" button.

6. System Cascade Update: Upon invoice deletion the system automatically Cascades this change to all shifts that were part of that invoice, changing their status from "Invoiced" back to "Approved".

Phase 3: Making Changes to the Shifts

7. Edit/Delete the Shift: The user can now return to the roster, find the shift (now in "Approved" status), and proceed with the necessary edits (e.g., change time, date, employee) or delete it entirely.

8. Re-approval: After editing, the shift will need to be re-approved it before it can be invoiced again. 

Phase 4: Regenerating the Invoice

9. Action: Once all shifts are correctly updated and in the "Approved" status, the user can generate a new invoice.

10. Result: The system creates a new invoice which may or may not include the modified shifts (based on user filter selection). The new invoice will have a unique, new invoice number.